Episode 656: John and Justin explore the key tradeoffs between leaving your IRA directly to loved ones or passing it through a trust. Then, learn how smart decisions about spending, taxes, income, and market risk can help protect the seven-figure retirement savings you worked so hard to build.

Episode 656: John and Justin explore the key tradeoffs between leaving your IRA directly to loved ones or passing it through a trust. Then, learn how smart decisions about spending, taxes, income, and market risk can help protect the seven-figure retirement savings you worked so hard to build.

IRAs & Trusts | Seven Figures

Episode 655: You can care deeply about politics without letting it control your portfolio. Discover why successful investing depends more on discipline than election predictions. Then, learn simple tricks that can help you spend less and save more, even if willpower isn’t your superpower.

Episode 655: You can care deeply about politics without letting it control your portfolio. Discover why successful investing depends more on discipline than election predictions. Then, learn simple tricks that can help you spend less and save more, even if willpower isn’t your superpower.

Beyond Politics | Money Tricks

Episode 652: Social Security faces real financial pressure, but that doesn’t mean benefits are disappearing. Learn what the latest projections actually mean, and why retirees shouldn’t make decisions based on scary headlines. Then, discover where your forgotten 401(k) money may be hiding, how to track it down, and what to do once you find it.

Episode 652: Social Security faces real financial pressure, but that doesn’t mean benefits are disappearing. Learn what the latest projections actually mean, and why retirees shouldn’t make decisions based on scary headlines. Then, discover where your forgotten 401(k) money may be hiding, how to track it down, and what to do once you find it.

Social Security | Lost 401(k)s

<ul><li>The Dangers of Friendly Financial Advice...</li>
<li>5 Things Keeping You from Financial Freedom...</li>
</ul>

The Dangers of Friendly Financial Advice... 5 Things Keeping You from Financial Freedom...

11-25-16

<ul><li>President-Elect Trump and the Economy...</li>
<li>Trust Traps - What to Avoid...</li>
</ul>

President-Elect Trump and the Economy... Trust Traps - What to Avoid...

<ul><li>President-Elect Trump and the Economy...</li>
<li>Trust Traps - What to Avoid...</li>
</ul>
&nbsp;

11-18-16

<ul><li>How Will the Market Respond After Trump's Election?...</li>
<li>Make a Little - Save a Lot!...</li>
</ul>

How Will the Market Respond After Trump's Election?... Make a Little - Save a Lot!...

11-11-16

<ul><li>Fourth Quarter Portfolio Blunders...</li>
<li>Is a Property Manager for Your Rentals Worth the Cost?...
 
</li>
</ul>

Fourth Quarter Portfolio Blunders... Is a Property Manager for Your Rentals Worth the Cost?...

11-04-16

<ul><li>Wall Street & The White House...</li>
<li>Storms and Insurance - What's Really Covered?...
 
</li>
</ul>

Wall Street & The White House... Storms and Insurance - What's Really Covered?...

<ul><li>Wall Street &amp; The White House...</li>
<li>Storms and Insurance - What's Really Covered?...
 
</li>
</ul>

10-28-16

<ul><li>Clever Ways to Pay Less for College...</li>
<li>Your Finances Vs. the Average Joe's...
 
</li>
</ul>

Clever Ways to Pay Less for College... Your Finances Vs. the Average Joe's...

10-21-16

<ul><li>10 Shopping Deals in the Fall!...</li>
<li>Do-It-Yourself Money Management - Just Say No...
 
</li>
</ul>

10 Shopping Deals in the Fall!... Do-It-Yourself Money Management - Just Say No...

10-14-16

<ul><li>What Makes a Millionaire?...</li>
<li>Facing a Layoff? Never Leave Without These 5 Things!...
 
</li>
</ul>

What Makes a Millionaire?... Facing a Layoff? Never Leave Without These 5 Things!...

10-07-16

<ul><li>Knowing the Rules Can Make All the Difference...</li>
<li>Market Calamities That Never Materialized...
 
</li>
</ul>

Knowing the Rules Can Make All the Difference... Market Calamities That Never Materialized...

09-30-16

<ul><li>The 5 Biggest Budgeting Mistakes...</li>
<li>The SC Pension Problem...
 
</li>
</ul>

The 5 Biggest Budgeting Mistakes... The SC Pension Problem...

09-23-16

MoneyMD is all about money - from personal finance to world markets.  Learn how to budget, spend wisely, save, invest and make your money work for you.  Money tips abound on MoneyMD!

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MoneyMD is all about money - from personal finance to world markets. Learn how to budget, spend wisely, save, invest and make your money work for you. Money tips abound on MoneyMD!

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